salesforce shares owned by Lyell Wealth Management
Quarter-by-quarter ownership of salesforce (CRM) shares owned by Lyell Wealth Management
from 13F filings
Historical chart of Lyell Wealth Management investment in salesforce
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Quarterly reported holdings in salesforce by Lyell Wealth Management
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $14M | 59k | 237.00 |
| 2025-06-30 | $18M | 65k | 272.69 |
| 2025-03-31 | $18M | 66k | 268.36 |
| 2024-12-31 | $22M | 64k | 334.33 |
| 2024-09-30 | $18M | 64k | 273.71 |
| 2024-06-30 | $17M | 64k | 257.10 |
| 2024-03-31 | $18M | 60k | 301.18 |
| 2023-12-31 | $16M | 61k | 263.14 |
| 2023-09-30 | $12M | 61k | 202.78 |
| 2023-06-30 | $13M | 63k | 211.26 |
| 2023-03-31 | $12M | 62k | 199.78 |
| 2022-12-31 | $8.4M | 63k | 132.59 |
| 2022-09-30 | $9.1M | 63k | 143.83 |
| 2022-06-30 | $10M | 62k | 165.04 |
| 2022-03-31 | $13M | 61k | 212.32 |
| 2021-12-31 | $15M | 61k | 254.12 |
| 2021-09-30 | $16M | 60k | 271.22 |
| 2021-06-30 | $14M | 59k | 244.27 |
| 2021-03-31 | $12M | 57k | 211.87 |
| 2020-12-31 | $11M | 51k | 222.53 |
| 2020-09-30 | $12M | 47k | 251.33 |
| 2020-06-30 | $8.7M | 47k | 187.34 |
| 2020-03-31 | $6.5M | 45k | 143.99 |
| 2019-12-31 | $7.0M | 43k | 162.64 |
| 2019-09-30 | $6.2M | 42k | 148.44 |
| 2019-06-30 | $6.1M | 40k | 151.74 |
| 2019-03-31 | $6.2M | 39k | 158.37 |
| 2018-12-31 | $4.8M | 35k | 136.97 |
| 2018-09-30 | $5.7M | 36k | 159.04 |
| 2018-06-30 | $5.1M | 38k | 136.41 |
| 2018-03-31 | $4.3M | 37k | 116.31 |
| 2017-12-31 | $3.7M | 36k | 102.24 |
| 2017-09-30 | $3.3M | 35k | 93.41 |
| 2017-06-30 | $3.1M | 36k | 86.60 |
| 2017-03-31 | $2.6M | 32k | 82.48 |
| 2016-12-31 | $2.1M | 31k | 68.47 |